AIC
BTO

Aurora Investment Counsel’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Aurora Investment Counsel’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-73,601
Closed -$2.63M – 113
2024
Q4 		$2.63M Sell
73,601
-10,063
-12% -$361K 1.44% 14
2024
Q3 		$2.77M Sell
83,664
-5,615
-6% -$177K 1.5% 8
2024
Q2 		$2.5M Buy
89,279
+429
+0.5% +$11.9K 1.47% 9
2024
Q1 		$2.63M Buy
88,850
+2,089
+2% +$61K 1.51% 8
2023
Q4 		$2.21M Buy
86,761
+5,159
+6% +$140K 1.44% 7
2023
Q3 		$2.14M Buy
81,602
+3,199
+4% +$88.8K 1.42% 7
2023
Q2 		$2.1M Buy
78,403
+67,055
+591% +$1.81M 1.35% 6
2023
Q1 		$347K Buy
+11,348
New +$388K 0.23% 110
2018
Q1 		– Sell
-27,834
Closed -$1.09M – 110
2017
Q4 		$1.09M Buy
+27,834
New +$1.04M 0.54% 93
2014
Q4 		$2.31M Buy
98,249
+33,968
+53% +$773K 1.43% 16
2014
Q3 		$1.43M Sell
64,281
-20
-0% -$453 0.94% 55
2014
Q2 		$1.49M Buy
64,301
+2,620
+4% +$60K 0.94% 59
2014
Q1 		$1.49M Buy
61,681
+9,200
+18% +$213K 0.95% 61
2013
Q4 		$1.24M Sell
52,481
-915
-2% -$20.4K 0.82% 70
2013
Q3 		$1.15M Hold
53,396
– – 0.83% 66
2013
Q2 		$1.21M Buy
+53,396
New +$1.12M 0.94% 63

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Aurora Investment Counsel's BTO Position: Q1 2025 in Review

Aurora Investment Counsel sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2025, closing a stake of 73,601 shares — an estimated $2.63M sold.

Aurora Investment Counsel first reported a position in BTO in Q2 2013 and held it in 16 quarters. The position peaked at $2.77M in Q3 2024. 68 funds tracked by Wall St. Rank hold BTO as of Q1 2025.

  • Aurora Investment Counsel reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Aurora Investment Counsel sold 73,601 John Hancock Financial Opportunities Fund shares in Q1 2025, an estimated $2.63M.
  • Aurora Investment Counsel first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and held it in 16 quarters.
  • Aurora Investment Counsel's John Hancock Financial Opportunities Fund position peaked at $2.77M in Q3 2024.
  • 68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2025.

Based on Aurora Investment Counsel's 13F filing for Q1 2025, filed 1 May 2025.